SharePoint ECM solutions for Governance, Regulatory, and Compliance.  21 CFR Part 11 for Clinical research organizations

PageLight

SharePoint Outlook Integration

SAI > PageLight for SharePoint

Connect Microsoft Outlook, and Windows Explorer to Microsoft SharePoint and Office 365. Save and index contents to SharePoint from Windows File Explorer and any desktop applications
Integrate Outlook and SharePoint for filing emails in SharePoint

Save Outlook emails to SharePoint

  • Drag-drop to file Emails (with attachments) or only attachments to SharePoint directly
  • Captures email attributes automatically like To, From, Subject, Date, and Attachment names
  • File emails in background when users work in Outlook. Automatically save email to SharePoint using Outlook rules

Tag emails during upload

  • Apply custom metadata during upload
  • Support for all metadata types, including enterprise managed metadata (Taxonomy and Keywords) field and User field
  • Use custom metadata to categorize emails
Apply email attributes during content upload to SharePoint
Search SharePoint by metadata with Outlook integration

Find SharePoint contents in Outlook

Search on SharePoint metadata fields from Outlook

SharePoint Collaboration from Outlook

  • SharePoint contents can be sent in email as link to prevent duplication
  • Share SharePoint contents as attachments with a simple right click 'Copy Attachment'
Send SharePoint contents as email links or attachments from Outlook
Sent email saved in SharePoint

Send and File in SharePoint

Save outgoing email from Outlook to SharePoint for records management

File Explorer to SharePoint

  • Right click folders or files from network share to send to SharePoint
  • Tag uploaded contents with SharePoint metadata
Drag and drop email from Outlook to SharePoint
Manage Outlook SharePoint integration from central location

Enterprise deployment of PageLight

  • Rollout PageLight to one or multiple users
  • Manage user settings on per user basis or department basis
  • Centrally administer SharePoint sites, folders, and favorites
  • Allow records managers to enforce regulatory governance without IT knowledge